Create a procurement case from a Universal Request

When a Universal Request arrives in the Source-to-Pay Workspace, create a linked procurement case to track and manage the request through fulfillment.

Before you begin

Role required: sn_uni_req.routing_agent and sn_uni_req.sensitiveinfo_agent

The Universal Request for Source-to-Pay Operations plugin (sn_fsc_ur_common) must be active. To activate the plugin, see Install Universal Request for Sourcing and Procurement Operations.

Procedure

1. Navigate to Workspaces > Source-to-Pay Workspace.
2. Select the list icon.
3. Navigate to Universal request > All.
4. Select a Universal Request to review the case details.
5. Select Create Case > Create Procurement Case.
   The Create New Procurement Case form opens with details automatically populated from the Universal Request.
6. Select Save.
7. Optional: Select Transfer to move the Universal Request to a different department.
   For more information, see Transfer a primary ticket
8. Optional: Select Create Associated Ticket to request assistance from another department while keeping the current procurement case as the primary ticket.
   For more information, see Create associated ticket for primary ticket of UR.

   Note:

   If an associated ticket is assigned to a team whose cases are not visible to the employee, the Universal Request does not display ticket updates.

Result

A procurement case is created and linked to the Universal Request. When the procurement case moves to In Progress or Closed Complete, the Universal Request status syncs automatically based on state mapping, and the employee can track progress in Employee Center.